Degreen Private Wealth, LLC
Degreen Private Wealth, LLC is an SEC-registered wealth manager in Scottsdale, AZ with $132.8M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Degreen Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332192, SEC 801-130724, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $132.8M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 1
- Clients
- 84
- CRD
- 332192
- Ownership
- DeGreen, Sam, Howard; Mitchell, Robert, Duane
How much AUM does Degreen Private Wealth, LLC have?
Degreen Private Wealth, LLC reported $132.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Degreen Private Wealth, LLC?
Disclosed owners and executives of Degreen Private Wealth, LLC include DeGreen, Sam, Howard, Mitchell, Robert, Duane. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.